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Kevin truly cares about his clients…
5/ 5
Kevin truly cares about his clients and helps them with their future needs. ~ Jim Morris ~
Kevin Gleim is a Financial Associate with Thrivent in Puyallup, Washington. With more than four decades of experience, Kevin helps individuals and families develop thoughtful financial strategies centered on their goals, values, and priorities.
Kevin believes listening is one of the most important parts of his work. He takes the time to understand what matters most to each client, assess their current financial situation, and help them create a personalized roadmap for the future. His approach considers how different financial priorities work together, including protecting loved ones, preparing for retirement, managing wealth, investing for the future, funding an education, and supporting meaningful organizations and causes.
Proud Military Supporter!
Kevin is proud to support the military community and welcomes the opportunity to serve active-duty service members, veterans, military spouses, and military families. He recognizes that military life can involve distinctive financial circumstances and transitions. As a military-community supporter, Kevin is committed to providing attentive, respectful guidance based on each individual’s or family’s needs and goals.
Through Thrivent, a membership-owned financial services organization, Kevin helps clients access purpose-based financial guidance and solutions designed to help them build, grow, and protect their financial well-being. Thrivent believes money is a tool, not a goal, an outlook that complements Kevin’s commitment to helping clients prepare for the future and make the most of all they have been given.
Whether you are establishing your financial foundation, protecting your family, preparing for retirement, or managing several goals at once, Kevin is ready to listen and help you consider your next steps. Contact Kevin today to start a conversation about a financial strategy built around what matters most to you.
Services Include
- Financial Guidance
- Retirement Strategies
- Wealth Management
- Investment Solutions
- Insurance Protection
- Education Funding
- Charitable Giving
- & More!
Professional Qualifications and Recognition
- CLU® – Chartered Life Underwriter®
- LUTCF® – Life Underwriter Training Council Fellow
- FICF – Fraternal Insurance Counselor Fellow
- FIC – Fraternal Insurance Counselor
- Series 6 – Investment Company Products and Variable Contracts Representative Examination
- Series 63 – Uniform Securities Agent State Law Examination
- States Licensed: AL, AZ, TX, WA
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